See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,400 | $52,681-29.0% | $75,781-50.6% | $59,632-37.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.92% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,386 | $2,193-36.8% | $3,323-58.3% | $2,203-37.1% |
| Participant deferral / active EE | $2,947 | $2,591+13.8% | $3,651-19.3% | $3,192-7.7% |
| Admin fee / account holder | $266 | $3,610-92.6% | $5,299-95.0% | $4,297-93.8% |